Pre-Retirees
Shape your ideal retirement with a plan that flows with your dreams.
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Business Owners
Nurture your potential with a strategy that supports your growth and future.
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Entrepreneurs
Foster your business growth and navigate the financial terrain with steady guidance.
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High-net Worth Families
Secure your family’s future with thoughtful planning and guidance.
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Next-gen builders
Cultivate a strong financial foundation for the future you envision.
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Dana Vinci
Financial Services Coordinator
As the Investment Coordinator at Tomoro, Dana Vinci ensures efficient client servicing and manages investment activities with precision. With over 10 years in financial services, Dana excels in case management and supports Tomoro’s Executive Team and back office.
Dana holds a degree from the University of Hartford and leverages her background to enhance client interactions and manage the investment process seamlessly. Her dedication to client service and meticulous approach contribute significantly to Tomoro’s commitment to high-quality investment solutions.
Insights
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The Power of Employee Benefits and Retirement Plans
One of the best ways to elevate your enterprise and maximize the value you can create as a business owner is to invest heavily and intelligently in...
Risk Tolerance, Loss Tolerance, and the Velocity of Wealth
Individuals and families looking to build and sustain wealth over time need to contend with risk as both a threat and an opportunity. Whether savin...
Risk Tolerance and Strategic Decision-Making
For most companies, success is a coin flip. If not within the first year, business failures often happen within the first several years. In fact, a...
Beyond the Bottom Line: What Does True Success Look Like for an Entrepreneur
Despite economic fluctuations, a significant 77% of entrepreneurs remain optimistic about their business’s survival—and we hope they’re right. Stil...
The $2 Million Mistake That Could Derail Your Exit
Business owners often dream of a smooth exit when the time comes to retire or move on to new ventures. But without careful planning, that dream can...
October is Financial Literacy Month: Top Resources for Enhancing Your Financi...
Financial literacy plays a vital role in wealth accumulation and financial well-being. Studies show that individuals with financial literacy achiev...
Unlocking the Secret to Effortless Savings: Insights from David Mozeika
According to Forbes, about 28 percent of Americans have less than $1,000 in savings across emergency funds, non-workplace retirement accounts, or i...
Cash Flow Strategies for SMBs: Optimize, Access Credit, and Overcome Challenges
According to a 2023 Goldman Sachs survey, over 75% of small businesses in the United States hold concerns about accessing capital to finance their ...
